Progression

"Battery breakthroughs will lessen AI's demand on the electricity grid," argues The Washington Post's editoral board, arguing that GM's latest moves "offer a fresh reminder that resource constraints can be solved by innovation."

Or As Fortune put it, "America's electric grid is buckling under extreme weather, aging infrastructure, and an AI build-out that is quietly rewriting U.S. power demand - and General Motors wants to turn that crisis into a business." They describe GM's plan as offering itself "as a distributed utility in disguise... stitching together hundreds of thousands of battery-powered cars, new grid-scale storage, and a unified charging platform into what amounts to a virtual fleet of power plants."

The bet puts GM on a collision course with Ford's newly branded Ford Energy unit as both Detroit rivals race to repurpose underused EV capacity for a more urgent problem: keeping the lights on in the AI era. GM's case rests on three planks. The first is its existing fleet. GM says more than 250,000 of its EVs on U.S. roads can already charge bidirectionally - pulling electricity from the grid and sending it back. "Every evening, a quiet transformation occurs across the American landscape," GM Energy vice president Wade Sheffer writes in an open letter to utilities and regulators, describing the EVs sitting in driveways as "a massive opportunity to aggregate energy storage capacity."

A firmware update is rolling out to customers with GM Energy's vehicle-to-home hardware, converting those systems into full vehicle-to-grid assets with no new hardware and turning home backup systems into grid resources when utilities need them. GM is piloting the idea in Michigan with DTE Energy at 30 employee homes, and has sketched a 2030 vision with Pacific Gas & Electric in which more than 52,000 GM EVs help balance the grid out of a projected 130,000 vehicles in the area.

GM is also "seeking partnerships with utility companies nationwide to assist in offering such vehicle-to-grid services for customers," reports CNBC, noting it's one of two moves "meant to address concerns about rising energy costs amid an artificial intelligence boom."

Forbes reports that GM's second goal "is to leapfrog the dominant battery cell tech used for energy storage packs right now" - right past the LFP (lithium-iron phosphate) stage, "which is dominated by China."

Sodium batteries are cheaper to use than LFP because they don't need an additional cooling system. They also have a 20-year usable life and are made from materials that can be sourced from within the U.S., the company said at a briefing in San Francisco on Tuesday. "Sodium-ion actually is the better chemistry for that application. And when I say sodium-ion is better, I mean GM's version of sodium-ion," Kurt Kelty, GM's battery chief and a long-time Tesla battery executive, told Forbes. He said GM is seeing great results from its prototypes, even at scorching temperatures of 55 Celsius (131 Fahrenheit).

"Sodium-ion-powered energy storage systems have the potential to operate without active cooling and with much less system complexity," Kurt Kelty, GM's vice president of battery and sustainability, said Tuesday in a blog post. "In large energy storage systems, that matters." Not having to cool the battery cells could lead to lower upfront costs as well as operating costs, the automaker said.

TechCrunch reports on GM's big new partnership with energy-storage startup Peak Energy to develop GM's sodium-ion battery chemistry for grid-scale deployments: GM wouldn't share with TechCrunch how much money it is investing in this energy-storage effort. But we do know the company has committed $900 million to commercialize new battery chemistries, an investment that includes a new battery-development center. .. The first GM cells are expected to enter trial production at the company's Battery Cell Development Center in 2028.

"Our next-generation sodium-ion cell development will drive energy density higher," promises GM's blog post, arguing they're extending the company's battery expertise and technical infrastructure "into the electrical grid itself. If we get this right, we will not just build better batteries. We will help create a more resilient, more affordable and more flexible energy future... Every improvement we make strengthens the development stack that supports both EVs and energy storage."

"The message: GM isn't just selling cars into a stressed grid; it's supplying the batteries to stabilize it," argues Fortune.

And GM also announced they're augmenting their apps with an "Energy Pass" offering "seamless access to Tesla Supercharger, IONNA, Electrify America, and soon, ChargePoint and EVgo networks." Their goal is to simplify the charging experience with an app "that covers nearly 70% of all DC fast chargers in the United States, plus many Level 2 chargers, all through one app."